partner with us
elevate your career
Vine & Branch Capital is actively searching for dedicated financial advisors to join our independent investment practice. Our advisory team values client-centric service, integrity, diligence, and accountability. If you are looking to truly serve and care for your clients, we believe we have the independent platform, resources, and experience to help you grow your book of business and exceed client expectations.
the vine & branch story
Vine & Branch Capital seeks to be that trusted advisor for all our clients. We assist clients through our disciplined wealth management process to help grow their net worth. Our specialized process is designed to help streamline and build their assets while striving to minimize liabilities. Thereby, helping them bear more fruit regardless of where they are along their financial journey.
We work with advisors that desire independence as well as clients who want to align themselves with a practice focused on growth.
Our clients are high-capacity individuals, families, and organizations who desire comprehensive financial advice from independent advisors, focused on helping them achieve their unique financial goals.
the vine & branch story
Vine & Branch Capital seeks to be that trusted advisor for all our clients. We assist clients through our disciplined wealth management process to help grow their net worth. Our specialized process is designed to help streamline and build their assets while striving to minimize liabilities. Thereby, helping them bear more fruit regardless of where they are along their financial journey.
We work with advisors that desire independence as well as clients who want to align themselves with a practice focused on growth.
Our clients are high-capacity individuals, families, and organizations who desire comprehensive financial advice from independent advisors, focused on helping them achieve their unique financial goals.
Why Partner with Vine & Branch Capital?
Partnering with Vine & Branch Capital means joining a firm dedicated to your success. We are committed to providing you with the resources and support you need to thrive in a competitive landscape.
Shared Resources
At Vine & Branch Capital we offer the depth and breadth of shared wealth management resources. Not only in-house, but through innovative financial services technology available in the broader Wells Fargo network. Join us and you’ll have immediate access to:
Vine & Branch Capital
- Resources to grow your business, including capital to purchase books of business
- Experienced in-office support staff
- Customizable Class-A office space with preferred locations, built to your needs
- Customized hardware and video communication platforms
- Professional 3rd-party technology support
- Access to CPAs and attorneys with industry experience to guide you in your practice economics
- Agency partnerships that can provide fully customizable marketing materials consistent with our brand
Wells Fargo Financial Advisors
- Advisor Platform
- Access to customized lending and banking through Wells Fargo Bank, N.A.
- Access trust services through Arden Trust, Comerica, & Wells Fargo Trust Services.
- Dedicated compliance support
- Industry-leading transition packages
- A dedicated team of on-boarding consultants that help ensure a smooth transition
Why Join Vine & Branch?
At Vine & Branch Capital, we offer advisors the opportunity to leverage our innovative investment strategies and comprehensive support system, ensuring they can provide unparalleled service to their clients. Our collaborative environment fosters professional growth and empowers advisors to achieve their full potential.
- Own your book of business.
- Realize the tax benefits of 1099 accounting
- Continuity agreement to protect your family, your business & your clients
- Maintain your independence
- Customized retirement plan as an independent contractor
- Transition package
- Pricing advantages – industry competitive payouts
Community Involvement
We are committed to strengthening the communities we serve, recognizing that our impact extends beyond financial success. By investing in organizations dedicated to positive change, we help foster a thriving environment for all. This commitment enhances each of our professional journeys and allows us share in a common purpose that goes far beyond the numbers.
- Masonic Home for Children at Oxford
- INREACH
- Scouting America
- Finish The Work
- For Students
- Clay Works
- Youth Commission International
Your Practice. Our Support. Shared Purpose.
At Vine & Branch Capital, we empower advisors to grow their practices with the support of a values-driven firm. Join a team that respects your independence and shares your commitment to client service